Technology can only take you so far. Financial advisors need to achieve the right balance of tech and human interaction for a successful client experience.

When working with clients on replacing software, I always start by emphasizing that they need to have a realistic vision of the process. As with other major projects, advisors need to plan for hidden costs and unexpected events that will arise and impact the project’s overall success.

Wealth of tools popping up to help with compliance, but will require proper adviser due diligence

Risk management tools and tweaks are being introduced nearly daily now to help advisers comply with the Department of Labor's best-interest rule for retirement advice, which goes into effect in less than six months.

We applaud technology for enabling us to work from home but our hours have changed from an eight-hour day to being on call 24/5, if not 24/7. Not only can we work from home, but from the soccer pitch, at the dinner table, and on the golf course. Can you say that technology has streamlined your workload so that you can maintain a work-life balance? Or, has technology and other factors led you to believe that work-life balance would be easier to manage if life didn’t get in the way?